How to use Microsoft Word's mail merge feature to merge into individual files.

How to use Microsoft Word's mail merge feature to merge into individual files. A normal mail merge process merges all the records into a single file, this tutorial explains how to merge records into separate files, one file for each record. The video uses the Master document feature to achieve this. Mail merge, use heading styles which become the file titles. Only use allowable symbols. Micosoft Word tutorial. Mail merge in word. Merge to a file not a document.
How to use Microsoft Word's mail merge feature to merge into individual files. Must know heading styles before you can do this. You must know outline and master document features to use this feature.
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[ITsEasyTrainingst]

How to use mail merge to merge into a file rather than multiple records in one file. Courses at www.itseasy.co.uk and online courses are available at www.itseasytraining.co.uk

[MrIanji]

I’ve already commented below but I want to say a thank you to the poster. I’ve been using this solution with a few adaptations now for about a month, mailing thousands of customers, it’s saved thousands of hours! Credit also obvs to Microsoft!

[iamoutofideas]

Awesome, thank you for walking through this process. It should be easy, but kicks me in the face every time.

[lele]

Excellent - very clear, easy to follow - thanks so much!

[sophiemailloux]

This saved me so much time. Thank you for explaining it so well!

[portohe]

Awesome video! I can't thank you enough!

[MrsMajorhangover]

Thanks so much for this, it's helped me immensely!!

[muj]

This will save me so much time - thank you!

[dbskholicable]

Thank you for your time.
View> outline >show >create > save

[User_not_found_]

Thanks for the video - I knew there had to be a native way of accomplishing this without coding, installing extensions/plugins or 3rd party solutions

[daphneho]

Thank you so much!!! This is such a life saver!

[pressOK]

Very useful. Thank you for this video!

But I have a question: how do you get all the final individual files with all 3 fields (title last and first name) as a name of the file?
Thanks.

[shieldsofgreen]

Excellent vid - really appreciate the tips! My files are getting saved in a totally different place, think this might be a onedrive syncing issue though... Unless you know different? Thanks!

[davidandrew]

Hi, thank you for sharing this tips. I failed doing this for the files with header (it's only at the first page of each doc). Do you have any idea why?

[rayk]

This is fantastic and might save a significant amount of time. I've noticed that when all the individual files have been created, each file has 2 pages (even though in the merge document it shows up as 1). I see in your example you had the same issue. Any thoughts on fixing this?

[sharaaz]

Thanks much for this video. Very helpful! How can I produce multiple PDF files from master?

[clarerowe]

This is so helpful, thank you for sharing! Do you happen to know how to save the individual documents as PDFs rather than word documents?

[dannyhsu]

THANK YOU SO MUCH for this video... However, I'm running into a little situation. My title was formatted as last name, first name - document name Date.When I did the save, all the file names were only showing as a last name only.  Would you please assist me in understanding what may have happened?

[QuantumLegal]

The method works but had a lot of limitations. I am finding it strips out my header entirely.

[pennylow]

Hi there, thank you for the detailed explanation. I have tried it but it ended up that the save file came out only with 1 file instead of the multiple individual files. I have followed the steps one by one, are there any steps that I missed?